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Tana

An agentic meeting workspace where AI agents act live during calls—creating docs, filing issues, and building shared knowledge automatically.

Our take: Tana transforms meetings by integrating AI agents that actively participate during calls, automating tasks like drafting documents and filing issues in real time.

Best forKnowledge workers, product teams, consultants, and executives who spend significant time in meetings and want AI to handle follow-up automatically
ReviewedPricing: Freemium
7.5 out of 105 criteria · see breakdown
Try TanaFree tier; paid plans from $20/user/month
The bottom line

Tana streamlines meeting workflows by automating real-time tasks through AI agents, reducing manual follow-ups.

Our score

Reviewed by the Conversion Gems editorial team. Hover a facet to focus it; click to pin.Tap a facet to focus it.

What it is, and why we rate it

One line each. Open a row for detail.

What it really isTana — an AI-powered meeting platform that automates in-meeting tasks and documentation.
Our takeTana transforms meetings by integrating AI agents that actively participate during calls, automating tasks like drafting documents and filing issues in real time.
This approach minimizes post-meeting follow-ups and enhances organizational memory. The platform offers a freemium model with various tiers to accommodate different user needs.

Best / not good for

Best for
  • Product managers
  • Engineers
  • Consultants
Not good for
  • Teams with minimal meeting needs
  • Organizations requiring on-premise solutions
  • Users seeking a traditional meeting recorder
Trade-offs

Friction report

Trade-offs to know before signing up.

  1. Time to value
    Fast: Quick setup with immediate AI integration into meetings.
  2. Scale breakpoint
    Potential cost increase with large teams due to per-user pricing.
  3. Walled garden
    Moderate: Integrates with popular tools but may require adaptation to AI-driven workflows.
Still a fit?
If none of these block you, start on the free plan.
Try Tana

Frequently Asked Questions

Does Tana have a free plan?

Yes. The Free plan allows up to five hosted meetings per month with AI transcripts, summaries, and a limited number of AI queries. All plans also come with a 30-day free trial, no credit card required.

How is Tana different from a standard meeting recorder or transcription tool?

Unlike passive recorders that summarize after a call ends, Tana embeds AI agents directly in the meeting. Those agents have live tool access and can create documents, file issues, update project plans, and build a knowledge graph while the conversation is still happening.

Which video conferencing tools does Tana work with?

Tana offers a native video call experience with built-in conferencing. It also provides a botless meeting agent that integrates with Zoom, Microsoft Teams, and Google Meet on Pro and higher plans.

What integrations does Tana support?

Tana integrates with GitHub, Linear, Jira, Slack, Google Calendar, Outlook, HubSpot, Pipedrive, and more. It also supports the Model Context Protocol (MCP), so compatible AI tools can read and write to your Tana workspace.

Is Tana suitable for non-technical users?

Tana's agentic, proposal-based workflow is designed so all AI-suggested changes are reviewed by a human before being applied, which makes it approachable for non-technical users. However, teams that want to leverage custom MCP servers or advanced integrations will benefit from some technical familiarity.

Alternatives

  • Step up

    Tana Max for advanced AI capabilities and dedicated support.

  • Lighter alternative

    Otter.ai for basic meeting transcription and summaries.

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Tags

#ai meetings#productivity#knowledge management

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